Midwest Advisors
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Relationship Manager
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Midwest Advisors 2 days ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
Midwest Advisors Get AI-powered advice on this job and more exclusive features. Description Relationship Manager, Trust Investment Solutions Firm Overview: FCI Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package. Job Description: The Relationship Manager is responsible for building strong relationships with the Trust Investment Solutions team’s clients. This team delivers the firm’s fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country. We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client’s unique needs and developing a comprehensive plan to address their current and future business needs. The Relationship Manager has the opportunity to leverage the team’s exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business. Requirements Qualifications: Bachelor’s degree 5-10+ years of relationship management experience in the financial services industry Extensive investment knowledge Strong time management and organization skills Excellent communication skills - interpersonal, verbal and written Strong work ethic – honest, reliable and disciplined Willingness to travel Proficient in Microsoft Office and CRM-related software
Firm Description: Founded in 1966, FCI Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at www.fciadvisors.com to learn more about the firm, our team and our services. Salary Description $100,400 - $169,400 plus sales+ service incentive Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales, Business Development, and Customer Service Industries Financial Services, Investment Management, and Funds and Trusts Referrals increase your chances of interviewing at Midwest Advisors by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Relationship Manager” roles.
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Relationship Manager
role at
Midwest Advisors 2 days ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
Midwest Advisors Get AI-powered advice on this job and more exclusive features. Description Relationship Manager, Trust Investment Solutions Firm Overview: FCI Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package. Job Description: The Relationship Manager is responsible for building strong relationships with the Trust Investment Solutions team’s clients. This team delivers the firm’s fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country. We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client’s unique needs and developing a comprehensive plan to address their current and future business needs. The Relationship Manager has the opportunity to leverage the team’s exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business. Requirements Qualifications: Bachelor’s degree 5-10+ years of relationship management experience in the financial services industry Extensive investment knowledge Strong time management and organization skills Excellent communication skills - interpersonal, verbal and written Strong work ethic – honest, reliable and disciplined Willingness to travel Proficient in Microsoft Office and CRM-related software
Firm Description: Founded in 1966, FCI Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at www.fciadvisors.com to learn more about the firm, our team and our services. Salary Description $100,400 - $169,400 plus sales+ service incentive Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Sales, Business Development, and Customer Service Industries Financial Services, Investment Management, and Funds and Trusts Referrals increase your chances of interviewing at Midwest Advisors by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Relationship Manager” roles.
Shelton, CT $100,400.00-$169,400.00 6 months ago Fairfield County, CT $70,000.00-$75,000.00 3 weeks ago Account Executive - Home Care - New Haven, CT
Danbury/Bridgeport, CT Territory Account Executive
Danbury, CT $129,000.00-$206,000.00 1 week ago Shelton, CT $80,000.00-$85,000.00 3 days ago Account Executive - Home Care - Fairfield County, CT
VP/SVP Private Banking Relationship Manager
Fairfield County, CT $135,000.00-$190,000.00 4 weeks ago Southington, CT $60,000.00-$80,000.00 1 week ago Cheshire, CT $55,000.00-$100,000.00 8 months ago Business Banking Relationship Manager, Bridgeport, CT
Bridgeport, CT $100,995.60-$168,326.00 2 weeks ago Regional Account Manager, NF1 PN, CT/RI/NY
New Haven, CT $156,812.00-$235,219.00 2 days ago Milford, CT $60,000.00-$100,000.00 3 weeks ago Southington, CT $110,000.00-$170,000.00 2 weeks ago Mid-Market Account Executive (Restaurant Technology)
Stratford, CT $90,000.00-$120,000.00 2 weeks ago New Haven, CT $65,000.00-$100,000.00 3 weeks ago New Haven, CT $60,000.00-$90,000.00 2 weeks ago New Haven, CT $60,000.00-$90,000.00 2 weeks ago Milford, CT $56,100.00-$121,500.00 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr